WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Nippon India Vision Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Nippon India Vision Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1494 Cr | ₹5353 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Dec 2023 | 08 Oct 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | % | 74% |
Expense Ratio | 2.04 | 1.96 |
Manager | Ramesh Mantri | Amar Kalkundrikar |
ISIN Code | INF03VN01837 | INF204K01406 |
Exits Load | WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 3.18% | 3.17% |
6 Month | -2.64% | -1% |
1 Year | 9.81% | 10.4% |
3 Year | - | 20.1% |
5 Year | - | 26.71% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 0.63% | 1.8% |
1 Year | -2.23% | -0.53% |
3 Year | - | 21.35% |
5 Year | - | 21.27% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 14.68% | 18.28% |
3 Year | - | 15.27% |
5 Year | - | 14.62% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 14.058% |
Sharp | - | 0.734% |
Beta | - | 0.953% |
Alpha | - | 4.157% |
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Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Name | Ramesh Mantri | Amar Kalkundrikar |
Total AUM | ₹0 Cr | ₹19671 Cr |
Funds Managed | 10 | 4 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Others | 11.79 | 2.12 |
Large Cap | 48.53 | 57.23 |
Mid Cap | 32.35 | 40.65 |
Small Cap | 7.32 | 0 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Fund-Growth Plan-Growth Option |
---|---|---|
Others | 9.81 | 2.12 |
Energy | 3.82 | 5.08 |
Industrials | 10.68 | 11.87 |
Technology | 9.11 | 15.01 |
Consumer Cyclical | 12.5 | 13.77 |
Basic Materials | 4.91 | 8.1 |
Financial Services | 31.23 | 21.39 |
Healthcare | 7.69 | 8.48 |
Real Estate | 2.38 | 1.15 |
Utilities | 1.5 | 4.18 |
Consumer Defensive | 2 | 4.91 |
Communication Services | 4.37 | 3.95 |
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